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Add Custom Defined Fields

123 bytes added, 18:08, 15 June 2017
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{{noteNew_6.0|Custom defined fields must have a unique combination of item, label, '''name''' and data type. }}
To add a custom defined field[[Image:DIM category.png|600px|center]]
<ol>
<li>From In the '''Customisation''' menu, select &rarr; '''Data Inventory Manager'''.</li>:The <li>'''[[Filter Item Attributes | Search]]''' the Data Inventory Manager window displaysbefore you add a CDF in order to make sure that a suitable system field does not already exist.</li><li>From In the left pane of the Data Inventory Manager window, select the item under and the data category to which you would like to add a CDF.</li><li>From In the right pane of the Data Inventory Manager window, click the [[Image:FieldTemplateIcon.png]] button.</li>:The CDF Editor window displays.</ol>
[[Image:CDFEditor.png|center|500px|''CDF Editor Window'']]
<div align="center">
''CDF Editor Window''
</div> <ol start="4"/li><li>Enter a name in the Name field. The name should be no longer than # maximum 60 characters long# only allowed characters are a - z and should not 0 - 9 i.e. <br/>::* cannot contain periods (.), underscores / \ (_), or ! ? - @ ::* cannot contain space/blanks::* cannot contain capital letters. In addition it /upper case character::* cannot start with a digit.</li>
<li>Enter a label in the Label field. The label is the default custom defined field’s name that the user will see in the Data Entry Form Manager window. </li>
<li>Select the data type for the custom defined field from the '''Data Type''' list.<The general recommendation is to avoid text fields if the CDF will be used for search/li><filter, statistics, maps and/ol>or data quality. Users will enter data differently in text fields e.g. many different spellings of an organisation name so it is preferable to use data entry widgets where the user selects over text widget.
{| class="wikitable"
|-
| Text Field
| ≤250 unlimited characters
|-
| Date
| Month, day, yeartimestamp (2016-12-01 15:33:59.187)
|-
| Number
| ≤15 decimal pointswith 6 decimals
|-
| Organisation
| Allows the user to select organisational dataan Organisation
|-
| Place
| Allows the user to select place dataa Place
|-
| Country Structure
| Allows the user to select country from the Country structure level data
|-
| Multiple Select
|-
|}
</li>
{{note| When creating single-select enumeration lists, information managers should include a “Not specified” value, which users can select when no value was provided in the data collection. This value facilitate creating statistics and data quality work.
Data type cannot be changed after creation of the CDF.}}
<ol start="6">
<li>Enter a description for the custom defined field in the '''Description''' field.</li>
<li>If Go through the CDF is active, check the '''Active''' checkbox.</li><li>If you selected the ''Multiple Select'' or 'checklist for implementation of 'Single Select'' option, click the [[Image:FieldTemplateIcon.pngCustom Defined Fields]] button.</li>:The Add window displays.<li>Enter the value for the list in the '''Value''' field.</li>
</ol>
=== Display options for single-select and text CDFs===__NOEDITSECTION__
[[Image:CDF display format.png|center|500px|''Display formats'']]
<div align="center">
''Display formats''
</div>
For Text and Single Select CDFs, there are two different display formats to choose between.
{{New_6.0 | In version 6.0 two different display formats for Text fields has been introduced.}}
{{note|When entering === Adding values for lists, be sure to:*Enter values in the order that you would like them to display to the user*Enter values in the language in which the users will use IMSMA}} <ol startmulti- and single-select CDFs==="10"><li>Do one of the following:</li>__NOEDITSECTION__ *If you would like to save the value and enter additional values, click selected the ''Multiple Select'Save''' button.*If you have completed entering the values for the list, click the '''Done''' button.<li>If you selected the or ''Single Select'' option, chose an option from the Selection Display field to display click the [[Image:FieldTemplateIcon.png]] button.[[Image:CDF as either a list of radio buttons or as a combo boxvalue.</li> </ol> {{notepng|center|300px|You can also translate the label and, if applicable, list option values by clicking the ''Add multi- and single-select value window'Translate''' button at this time. See [[Translate Custom Defined Field Labels]] for more information.}} <ol startdiv align="12center"><li>Do one of the following:''Add multi- and single-select value window''</lidiv>*To save Enter the custom defined field and close value for the CDF Editor window, click list in the '''SaveValue''' button.:If the custom defined field information is successfully saved, the CDF Editor window closes and the custom defined field is listed in the Data Inventory Manager window. After the custom defined field is added, it becomes available from the folder of the data category in which it was created in the Data Entry Form Manager. </ol> {{note|If When you would like to add have completed entering the values for the custom defined field to existing data entry form templateslist, you will need to update and republish click the data entry form template'''Done''' button.}}
<ol>*To discard {{Note|You can also translate the custom defined field label and close the CDF Editor window, click if applicable, list option values by clicking the '''CancelTranslate''' buttonat this time. See [[Translate Custom Defined Fields]] for more information.</ol>}}
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[[Category:NAA]]
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